Monarch Partners Asset Management’s Atmos Energy ATO Stock Holding History

Monarch Partners Asset Management’s Portfolio ATO Stock Details ATO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q1	–	Sell	-100,998	Closed	-$7.49M	–	175
2016 Q4	$7.49M	Sell	100,998 -89,251	-47%	-$6.45M	0.64%	64
2016 Q3	$14.2M	Buy	190,249 +24,741	+15%	+$1.9M	1.33%	26
2016 Q2	$13.5M	Buy	165,508 +79,350	+92%	+$5.88M	1.35%	24
2016 Q1	$6.4M	Sell	86,158 -96,670	-53%	-$6.64M	0.66%	67
2015 Q4	$11.5M	Buy	182,828 +1,228	+0.7%	+$75.5K	1.2%	23
2015 Q3	$10.6M	Buy	+181,600	New	+$9.98M	1.29%	20

Other funds holding ATO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Monarch Partners Asset Management's ATO Position: Q1 2017 in Review

Monarch Partners Asset Management sold out of Atmos Energy (ATO) in Q1 2017, closing a stake of 100,998 shares — an estimated $7.49M sold.

Monarch Partners Asset Management first reported a position in ATO in Q3 2015 and held it in 6 quarters. The position peaked at $14.2M in Q3 2016. 381 funds tracked by Wall St. Rank hold ATO as of Q1 2017.

Monarch Partners Asset Management reported no remaining Atmos Energy position as of Q1 2017 after selling out during the quarter.
Monarch Partners Asset Management sold 100,998 Atmos Energy shares in Q1 2017, an estimated $7.49M.
Monarch Partners Asset Management first reported a position in Atmos Energy in Q3 2015 and held it in 6 quarters.
Monarch Partners Asset Management's Atmos Energy position peaked at $14.2M in Q3 2016.
381 funds tracked by Wall St. Rank held Atmos Energy as of Q1 2017.

Based on Monarch Partners Asset Management's 13F filing for Q1 2017, filed 28 Apr 2017.